Bereavement Closures Executive 12 month FTC

OVERALL SUMMARY

In this role you will provide administrative support following the passing of a client in respect of any funds managed by Trinity Bridge. Working closely with other colleagues you will be a crucial member of the team ensuring an efficient and sensitive handling during the process.

RESPONSIBILITIES

• Undertake all stages of the Bereavement Administration process from initial notification through system updates and document preparation to the final processing of Deceased estates instructions within agreed SLAs. Have ownership and accountability of a determined book of deceased clients.
  
• Direct contact with clients and deceased representatives both over the phone and in written form covering a number of different elements to ensure an excellent service is provided at all times.
  
• Close liaison with other internal customers and departments to ensure that an excellent service is provided at all times.
  
• Support with the collation of departmental statistics on a daily and monthly basis where appropriate.
  
• Ensure any areas of concern are raise in a timely manner to Line Manager
  
• Adherence to and updating of all departmental procedures.
  
• Consistently demonstrate and act in line with our Business Principles (Client Excellence People & Integrity).

Regulatory responsibilities Compliance/T&C

• Ability to demonstrate an understanding of the regulatory framework relevant to the role whilst practising effective risk management taking account of outcomes for clients.
  
• Understand follow and demonstrate compliance with all relevant internal and external rules regulations and procedures that apply to the conduct of the business. Follow principles and rules of the Financial Conduct Authority (FCA) and the internal requirements set out in the Compliance Manual local and Group Compliance and Risk policies.

WE WOULD LOVE TO HEAR FROM YOU IF:

• Previous Financial Services experience specifically in a Wealth Management business would be a key advantage.
• Previous Bereavement Administration experience would be a key advantage.
• Keen attention to detail (system and nonsystem).
• Ability to work quickly and accurately within very tight deadlines.
• Good team player with the ability to work on own initiative.
• Flexible and available to work overtime during peak workload periods.
• Good communication skills (written and verbal).

At TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you dont tick every box. We celebrate diversity promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.

We appreciate that from time to time recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.

To avoid any ambiguity around fees please note thatspeculative CVs received by TrinityBridge that have not been authorised in advance by us will be ineligible for an agency fee. Thank you.

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At TrinityBridge we are all connected by our mission to be the best place in the UK for wealth professionals and their clients.

We believe that everyone should think ahead have a financial plan and invest wisely. Our clients are professionals business owners individuals charities families and employers who rely on our clear financial advice and investment management services to preserve and grow their longterm savings and investments.

We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with facetoface services to enable strong longterm relationships with our clients.

Sustainability is fundamental to our purpose and we have a responsibility to help address the social economic and environmental challenges facing our business colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.

We offer a wide range of inclusive benefits that provides our people with all the support they need to find a healthy balance in all aspects of their lives. We also invest in the growth of our people providing a sense of belonging and team spirit and the ability to thrive.

We recruit people from all backgrounds and are open to discussing all types of flexible working options helping our people to balance work and home life and make practical choices for wellbeing while delivering impact where it matters all of which contributes to our exceptional client experience.

We are committed to ensuring our recruitment process is accessible to everyone. We make adjustments for people who have a disability or longterm condition so if you need a job description or application form in an alternative format or would like to discuss the recruitment process with us please get in touch at.